Account Type***** ****Account Owner****** ******Account Opps/Deals******** ******Closed Won • Dec 24***K $Closed
**** ********Worked in execs roles at *** together from 2021-2024******** ********Worked in the same department at *** together from 2021-2024
Gradient Securities LlcInvestment Advisor Representative / Registered Representative Jul 18 - PresentTransamerica Financial Advisors IncInvestment Advisor RepresentativeMay 17- Jul 18ValicFinancial AdvisorApr 13- May 17
Ian McfarlandAccounting AssistantView Profile, ian mcfarlandGemma GrantExecutive Assistant FinanceView Profile, gemma grantLizzie ToddLayoff Position EliminatedView Profile, lizzie todd